See peer percentile detail. $4.99 for your first month.
Solo adds 10-year history, peer benchmarks, provider and welfare analytics, saves, and exports. Then $34.99 a month.
See the 10-year trajectory. $4.99 for your first month.
Solo adds 10-year history, peer benchmarks, provider and welfare analytics, saves, and exports. Then $34.99 a month.
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
Fidelity bond coverage is below the ERISA section 412 10%-of-assets minimum (capped at $500,000).
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $59,415 | $72,404-17.9% | $110,238-46.1% | $64,186-7.4% |
| Participation rate | 93.8% | 73.3%+20.5pp | 79.8%+14.0pp | 69.6%+24.3pp |
| Annual return | -5.74% | -6.29%+0.6pp | 314.74%-320.5pp | 7.63%-13.4pp |
| Employer contribution / active EE | $1,623 | $2,282-28.8% | $3,826-57.6% | $2,381-31.8% |
| Participant deferral / active EE | $2,631 | $3,469-24.2% | $4,672-43.7% | $3,470-24.2% |
| Admin fee / account holder | $5,234 | $5,664-7.6% | $8,547-38.8% | $4,888+7.1% |